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NAESX Vang. sm-cap index. AUM = $46.7 BILLION. Stocks held = 1,451. "Other" holdings = 14. Just 1.37% of the money is held in its top 5 positions. Talk about spread-out! But with $46.7B, I suppose it would be like steering an aircraft carrier with a rudder meant for a 2-stroke diesel fishing scow.
Using the WSJ snapshot, it seems this fund is lagging although it has favorable ratings. It is really big for a small cap fund. Personally I would want a fund that is more nimble. This one is more of a set it and forget it type of fund for 401k's.
Yes, it's in wifey's 403b. The other options were equally non-compelling. The default--- unless you actually make a choice, like we did--- is a MM fund that pays zilch.
That's true. Thanks SpringMan. And Ted. #17? Not bad, esp. for an INDEX fund, eh? Number seventeen out of how MANY, though? I'm going to go look at that link you provided.
...I have my answer already: NAESX is ranked #17 out of 228. "I'll take it!" Said the beautiful man with the formerly Jamaican Red Stripe Beer in his hand--- now brewed in Latrobe.
She gets a contribution from the employer. They take previous year's earnings and throw in 3% of that figure. It's not a match. It's a flat 3%, dumped into your selected 403b fund in the Spring of the year following. So she suddenly owned shares just AFTER a dividend was paid, toward the end of March. It's now showing her a tiny profit, thanks to the very recent run-up over the last few days.
Comments
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/small-blend/vanguard-small-cap-index-fund/naesx